See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,075 | $103,376-64.1% | $87,100-57.4% | $152,861-75.7% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.9%-3.5pp | 82.4%-9.1pp |
| Annual return | 19.27% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,111 | $3,220-65.5% | $2,521-55.9% | $4,762-76.7% |
| Participant deferral / active EE | $1,316 | $4,778-72.5% | $4,049-67.5% | $5,850-77.5% |
| Admin fee / account holder | $358 | $12,205-97.1% | $7,497-95.2% | $11,596-96.9% |